PWP
Perfromance Wealth Partners Portfolio holdings
AUM
$3.13B
This Quarter Return
-5.27%
1 Year Return
+17.46%
3 Year Return
+99.47%
5 Year Return
–
10 Year Return
–
AUM
$2.06B
AUM Growth
+$2.06B
(-5.5%)
Cap. Flow
-$1.35M
Cap. Flow
% of AUM
-0.07%
Top 10 Holdings %
Top 10 Hldgs %
79.3%
Holding
188
New
3
Increased
40
Reduced
64
Closed
21
Top Buys
| 1 |
Exxon Mobil
XOM
|
$14.9M |
| 2 |
Walmart
WMT
|
$14.7M |
| 3 |
Vanguard Growth ETF
VUG
|
$8.57M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$2.12M |
| 5 |
Schwab US TIPS ETF
SCHP
|
$1.93M |
Top Sells
| 1 |
Vanguard Value ETF
VTV
|
$25.4M |
| 2 |
Vanguard Real Estate ETF
VNQ
|
$9.9M |
| 3 |
Zebra Technologies
ZBRA
|
$5.54M |
| 4 |
Apple
AAPL
|
$3.66M |
| 5 |
Amazon
AMZN
|
$1.89M |
Sector Composition
| 1 | Technology | 41.11% |
| 2 | Consumer Discretionary | 7.87% |
| 3 | Financials | 7.15% |
| 4 | Communication Services | 5.72% |
| 5 | Healthcare | 4.03% |
